Smart Moves Before Year-End: Tax Strategies for Retirees & Investors
In this episode of Something More with Chris Boyd, Chris is joined by Jeff Perry to explore
essential year-end tax planning strategies that can help investors and retirees avoid penalties
and optimize their financial outcomes. Whether you're managing your own portfolio or working
with a financial advisor, this episode is packed with actionable insights to help you finish the
year strong and prepare for what's ahead, including
How to avoid IRS penalties through proper withholding and estimated payments
-The hidden tax consequences of mutual fund capital gains
-Strategic use of Required Minimum Distributions (RMDs)
-The power of Qualified Charitable Distributions (QCDs)
-Roth conversions and how they can reduce future tax burdens
-Tax-loss harvesting and other overlooked opportunities
-Temporary tax benefits under current legislation and why timing matters
#YearEndPlanning #TaxStrategies #RMDs #RothConversion #QCD #TaxLossHarvesting
#FinancialPlanning #RetirementTaxTips #WealthEnhancement #ChrisBoydPodcast
#InvestSmarter #PortfolioStrategy #ChrisBoyd #JeffPerry #AMRTeam
https://www.kiplinger.com/taxes/what-you-should-do-before-2026-because-of-obbba-changes
For more information or to reach TEAM AMR, click the following link:
https://www.wealthenhancement.com/s/advisor-teams/amr
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